Our team delivers comprehensive financial planning to individuals, families, business owners, and medical professionals. As the "CFO" team of your financial life, we integrate cash flow planning, wealth management, tax strategy, insurance, retirement, estate planning, and business exit strategy into a cohesive flat-fee engagement -- so every pillar of your financial life works in symphony. Our team is led by Sherv Sadr, CFP®, CEPA®, whose expertise spans strategic planning for physicians and attorneys at every career stage, families planning for the future, retirees preserving and growing wealth, and business owners looking to grow, maximize value, and exit successfully. We are located in Boston, however are licensed and able to work all over the U.S. Reach out for a complimentary consultation.
Collingwood Wealth Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm works exclusively on fee-based compensation, and offers first class investment research, disciplined portfolio management, and prudent investment advice provided by knowledgeable and experienced advisors. Our portfolios are designed to meet the needs of each of our clients. As a wealth management firm, tailored strategies that meet clients' needs is our highest priority. Collingwood is committed to you for the long term.
financial planning
Alliance Financial Group is focused in helping young families and small business owners. Many of our clients are young families looking for help to build their wealth and improve their finances. We typically discuss a broad range of topics from mortgage protection, family maintenance fund, saving for retirement, savings for their kids' college, budgeting and building legacy. As a business owner, it is very difficult to separate your personal finances from that of the business; they can be intricately intertwined. The answers to such questions, affect not only the business, but your personal financial situation.
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Our Boston financial advisors provide expert investment advisory and wealth management services to clients of all types.
Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, and advisory services available.
